Xcel Wealth Management
XOM icon

Xcel Wealth Management’s ExxonMobil XOM Stock Holding History

Xcel Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$724K Sell
4,450
-23
-0.5% -$3.6K 0.18% 88
2026
Q2 		$612K Sell
4,473
-103
-2% -$15.4K 0.15% 99
2026
Q1 		$776K Sell
4,576
-358
-7% -$52.2K 0.21% 80
2025
Q4 		$594K Buy
4,934
+122
+3% +$14.2K 0.15% 89
2025
Q3 		$543K Buy
4,812
+9
+0.2% +$1K 0.14% 95
2025
Q2 		$518K Sell
4,803
-595
-11% -$63.6K 0.15% 90
2025
Q1 		$642K Buy
5,398
+3,125
+137% +$346K 0.2% 80
2024
Q4 		$245K Hold
2,273
– – 0.07% 120
2024
Q3 		$266K Sell
2,273
-168
-7% -$19.4K 0.08% 116
2024
Q2 		$281K Buy
+2,441
New +$284K 0.09% 109
2023
Q3 		– Sell
-1,922
Closed -$206K – 137
2023
Q2 		$206K Hold
1,922
– – 0.07% 130
2023
Q1 		$211K Sell
1,922
-325
-14% -$35.9K 0.07% 125
2022
Q4 		$248K Sell
2,247
-175
-7% -$18.8K 0.1% 110
2022
Q3 		$211K Sell
2,422
-225
-9% -$20.5K 0.08% 113
2022
Q2 		$227K Sell
2,647
-8,794
-77% -$793K 0.08% 113
2022
Q1 		$945K Sell
11,441
-175
-2% -$13.6K 0.26% 70
2021
Q4 		$711K Sell
11,616
-1,994
-15% -$125K 0.18% 85
2021
Q3 		$801K Buy
13,610
+1,352
+11% +$77K 0.23% 75
2021
Q2 		$773K Buy
+12,258
New +$732K 0.23% 78
2019
Q2 		– Sell
-2,787
Closed -$225K – 81
2019
Q1 		$225K Buy
+2,787
New +$212K 0.23% 73

Other funds holding XOM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Xcel Wealth Management's XOM Position: Q3 2026 in Review

Xcel Wealth Management reduced its ExxonMobil (XOM) stake by 0.51% in Q3 2026, selling an estimated $3.6K and leaving 4,450 shares worth $724K. The position accounts for 0.18% of the portfolio, ranked #88.

Xcel Wealth Management first reported a position in XOM in Q1 2019 and has held it in 20 quarters since. The position peaked at $945K in Q1 2022. 3,002 funds tracked by Wall St. Rank hold XOM as of Q3 2026.

  • Xcel Wealth Management held 4,450 shares of ExxonMobil worth $724K as of Q3 2026.
  • Xcel Wealth Management sold 23 ExxonMobil shares in Q3 2026, an estimated $3.6K.
  • ExxonMobil made up 0.18% of Xcel Wealth Management's portfolio in Q3 2026, its #88 holding.
  • Xcel Wealth Management first reported a position in ExxonMobil in Q1 2019 and has held it in 20 quarters since.
  • Xcel Wealth Management's ExxonMobil position peaked at $945K in Q1 2022.
  • 3,002 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.